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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $39,279 |
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITAS INVESTMENT COMPANY LLC Service code 22 5900 O STREET · LINCOLN, NE 68510 | Insurance Broker | $20,531 |
DIVERSIFIED TRUST COMPANY9+ years Service code 21 6075 POPLAR AVENUE, SUITE 850 · MEMPHIS, TN 38119 | Bank Trustee | $12,472 |
PENCHECKS1 year Filed as: PENCHECKS TRUST Service code 15 8580 LA MESA BOULEVARD, SUITE 101 · LA MESA, CA 91942 | Recordkeeping | $6,804 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 22 6300 BRIDGE PONT PLWY BLDG 1 ST · AUSTIN, TX 78730 | Insurance Broker | $1,641 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $344,842-100.0% | $334,005-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 43.7%-43.7pp | 43.9%-43.9pp |
| Annual return | 8.23% | 10.02%-1.8pp | 9.82%-1.6pp | 13.05%-4.8pp |
| Employer contribution / active EE | $232,097 | $31,894+627.7% | $30,304+665.9% | $37,651+516.4% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,074-100.0% |